The Mortgage Marketer

Joe Wilson

Founder & CEO
SocialCoach

Joe Wilson is the founder and CEO of SocialCoach, the social selling platform trusted by 7 of the top 20 mortgage lenders in the country. A former loan officer and mortgage technology executive with 20+ years of industry experience, Joe helps financial institutions turn social media into authentic relationships and revenue while protecting their brand. SocialCoach empowers teams to create compliant content at scale and add 20%+ to their pipeline.

Kelly Yale

Chief Growth Officer
SocialCoach

Kelly Yale is Chief Growth Officer at SocialCoach, leading Sales and Marketing. She built her career on the belief that technology should help people connect better, not replace the connection itself. She architected a mortgage CRM and marketing automation platform that helped drive more than $60 billion in growth, founded the fractional growth consultancy OCTO Strategies, and authored Mastering Mortgage Marketing. Speaker, podcast host, and recognized industry leader, Kelly now brings that same relationship-first approach to building SocialCoach's growth engine.

Coleen Bogle

Chief Marketing Officer
The Money Store

Coleen Bogle is the Chief Marketing Officer at The Money Store, where she leads national marketing strategy and has helped turn marketing into a powerful driver of growth, retention, and recruiting. A two-time HousingWire Marketing Leader (2023 and 2026) with more than 17 years in the mortgage industry, Coleen is passionate about building great teams, empowering loan officers, and challenging the "we've always done it this way" mindset. She believes the best marketing happens when people, strategy, creativity, and technology come together to make a real impact.

Lindsey Ricciardelli

SVP, Marketing & Business Development
American Pacific Mortgage

Lindsey Ricciardelli is SVP of Marketing and Business Development at American Pacific Mortgage. Throughout her career, she worked at creative agencies building personal brands for speakers, coaches, and authors, including Todd Duncan, Jack Canfield, and Brian Tracy, learning firsthand how executive presence drives online influence and sales. Now, with nearly 20 years in the real estate and mortgage industry, she helps leaders understand why showing up on video and social isn't optional; it's how you recruit top talent, grow your business, and lead at scale.

Robin Clayton

Head of Product Strategy, Mortgage Data Solutions
Cotality

Robin Clayton has spent 20+ years turning marketing into revenue, focusing on technology solutions and strategic thinking. She's advised mortgage professionals at all levels on creating videos and a social presence that builds real trust with prospects, partners, and recruits. A HousingWire Marketing Leader (2024) and Women of Influence (2023) award winner, Robin most recently joined Cotality as Head of Product Strategy, Mortgage Data Solutions.

Joe Wilson

Founder & CEO
SocialCoach

Joe Wilson is the founder and CEO of SocialCoach, the social selling platform trusted by 7 of the top 20 mortgage lenders in the country. A former loan officer and mortgage technology executive with 20+ years of industry experience, Joe helps financial institutions turn social media into authentic relationships and revenue while protecting their brand. SocialCoach empowers teams to create compliant content at scale and add 20%+ to their pipeline.

Ellie Krabbe

VP of Marketing
SynergyOne Lending

Ellie Krabbe is the VP of Marketing at Synergy One Lending, with more than 15 years of experience in the mortgage industry. Throughout her career, she has built marketing programs and teams across creative, digital, social, and technology, with a focus on turning marketing into a true driver of business growth. A passionate advocate for modern marketing, Ellie speaks about everything from AI and content strategy to personal branding, customer journeys, and the changing way consumers discover and engage with mortgage professionals.

Kasia Stephenson

Chief Digital Marketing Officer
Paramount Residential Mortgage Group

Kasia Stephenson is Chief Digital Marketing Officer at Paramount Residential Mortgage Group (PRMG), where she leads digital strategy and social enablement to help the sales team sell smarter and connect better with clients. With 18+ years in mortgage and financial services marketing, she's known across the industry for modernizing marketing operations and building brands that actually move the needle.

Jessica Swink

SVP of Marketing & Digital Strategy
BankSouth Mortgage

Jessica Swink is SVP of Marketing & Digital Strategy at BankSouth Mortgage. This mortgage marketing nerd is a professional question-asker and breaker of "the way we've always done it." She loves big ideas, smart tech, big whiteboards, LOs who want to grow, the Buffalo Bills and her dog Kona (not necessarily in that order).

Jelaire Grillo

AVP MarTech Strategy & Adoption
Prosperity Home Mortgage

Jelaire serves as AVP of MarTech Strategy and Adoption at Prosperity Home Mortgage. A champion for driving actual utilization in enterprise tech, Jelaire designs and executes high-impact rollout frameworks that align executive buy-in, sales leadership, and loan officers. She also serves as the Marketing Committee Chair and Board Member for the Mortgage Bankers Association of Metropolitan Washington, as well as Co-Chair for the Professional Women's Collective. She is passionate about actionable marketing education, team empowerment, and scalable brand growth.

Joe Wilson

Founder & CEO
SocialCoach

Joe Wilson is the founder and CEO of SocialCoach, the social selling platform trusted by 7 of the top 20 mortgage lenders in the country. A former loan officer and mortgage technology executive with 20+ years of industry experience, Joe helps financial institutions turn social media into authentic relationships and revenue while protecting their brand. SocialCoach empowers teams to create compliant content at scale and add 20%+ to their pipeline.